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Xero eCommerce Integration and CRM Data Synchronisation

Xero is an easy-to-use, but powerful cloud accounting system. It provides businesses with the ability to access their accounts from anywhere at any time, as well as connect to their advisors and other services. It also provides tools for management reporting and final accounts production. However, it needs to integrate with existing systems in order to access and share vital data.

Xero eCommerce Integration

Many businesses using Xero will be reliant on an eCommerce webstore (such as Magento, Shopify) to sell their products. Orders placed online therefore need to be retrieved and pushed into Xero. Additionally, any payment services used by an organisation will need to be integrated to streamline the payments process and more effectively manage their cashflow. Codeless Platforms’ BPA Platform can be used to for Xero eCommerce integration to automatically extract the data from online stores and payment services and seamlessly push it into Xero and vice versa.

Xero CRM Integration

Xero contains useful financial data that can be utilised by CRM applications: what invoices are outstanding, sales and purchases history, average days to pay etc. Codeless Platforms’ BPA Platform can be used to automate workflows based on this data (invoice is now overdue = follow up call, invoice has been paid = thank you call) by retrieving it from Xero and pushing it into your CRM system.

Automated Reporting & Credit Referencing

Management need up-to-date, accurate reports, such as a bank statement, balance sheet, profit and loss, in order to make business decisions and have a good insight into the current state of the business. Codeless Platforms’ BPA Platform can automatically retrieve these from Xero and distribute them to the relevant people and/or departments. Codeless Platforms’ BPA Platform can also integrate Xero with credit referencing services so that business decisions are based on the very latest available intelligence on customers, in order to reduce exposure to any potential bad debt.

If you want to find out more about Xero eCommerce integration or CRM synchronisation downloaded the brochure below or call us on +44 (0)330 998 8700.

Xero Integration Brochure

Learn how integrating Xero with your other business applications can improve company performance and drive company revenues.

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